Webinars With Industry Experts

Retirement Distribution And Tax Planning Strategies

Optimizing retirement income distributions for tax minimization is like multi-dimensional chess. Managing a portfolio of investments for income while navigating tax-deferred and tax-free vehicles and complex tax rules drives professional success.This session keeps you on top of the key tax rules of IRAs, IRA distribution planning, and Roth IRAs, as well as common pitfalls. This class reviews:• Foundational tax concepts of retirement distribution planning• Final minimum distribution...

Fritz Meyer Quarterly Economic Update, July 2018 (Two Credits)

Reasons to be nervous abound: the risk of a trade war with China, Russian interference in U.S. elections, tit-for-tat tariffs with allies, North Korea nukes, and political polarization.As the 109-month expansion closes in on the post-War record for longevity, you and your clients are perhaps more susceptible to inaccurate analysis like last week's feature in The New York Times saying, "the yield curve is perilously close to predicting recession." It's not even close! At this two-hour session,...

Applying A Regulatory Framework To Your Compliance Program

Advisors4Advisors Compliance Webinar Series Class 1 of 4 Introducing Cory Roberson, Founder, RIAReview.               This is an RIA compliance class hosted by Cory Roberson, founder of RIAReview.com. This webinar puts a magnifying glass on compliance in an effort to improve oversight. This session covers: • Reporting levels• SEC and State Compliance• FINRA connectionsCory calls himself a social entrepreneur, and his story inspired the...

Income Taxation Of Trusts And Estates Made Easy

Your clients either have or will have settled trusts and eventually will have an estate. These entities are subject to federal income taxation and compliance involves unique concepts you must understand, including:• Simple versus complex, grantor, and charitable trusts • Taxable income versus. fiduciary accounting income• Distributable net income (DNI)• IRC 663(b) "65-Day" RuleAt this class, Robert Keebler, CPA/PFS, one of the nation's top educators of lawyers and accountants on...

An Epoch Journey: 33 Investor Life-Cycles Since 1926

Join us on this epoch journey through 33 rolling life-cycles since 1926, modeling an experience from age 35 to 95, and spanning the distribution phase as well as the accumulation phase of an investor's lifetime.As the U.S. closes in on 10 consecutive years of GDP growth, recession fears naturally loom larger. Survival rates of retirement portfolios through differing economic conditions over decades prepare you for what's ahead.Crucial insight into the behavioral finance implications...

Commodities Funds & ETFs Tips & Traps For Professionals

Commodities funds and ETFs play a key role in diversifying a low-expense portfolio but not all of them are alike.  This class reviews the role commodities played since 1970 in a diversified low-expense portfolio. It's a reminder of the long-term risks and rewards of this unique asset class.  Drilling deeper, Dr. Craig Israelsen also explores the wide variation in the performance and characteristics among mutual funds and ETFs invested broadly in commodities. Performance of 16...

Estate Taxation Of IRAs And Qualified Plans For RIAs

When a client dies with an IRA or qualified plan, the estate's advisors must balance the tax effects with a variety of financial and property law issues. From the first family meeting to the final re-titling of the IRA account, you'll be taken step-by-step through critical questions that must be reviewed with your clients. IRA tax planning and opportunities to preserve retirement funds after death are the most important of all the tax sections your clients ignore. Understanding of an...

Strategies Spawned By TCJA

Attendees of this session will learn about how the Tax Cuts And Jobs Act affects strategies for:• Retirement income planning• Charitable giving • Roth IRA conversions• Paying for college • Advanced income tax planning using trusts• Contributions to retirement plans for business ownersAt this class, Robert Keebler, CPA/PFS, one of the nation's top educators of lawyers and accountants on individual taxation, discusses a grab-bag of new opportunities offered by the recently enacted Tax...

Key Lessons Impacting Client Behavior For The Long Run

Lessons you teach clients about how their behavior impacts returns can make a huge difference in their results and how they view the value of investment advice.Depending on the age of a client, for example, their contribution rate can have more of an impact on a retirement portfolio than their rate of return. In addition, everyone knows chasing performance is unwise, but how do you teach that lesson to clients to influence their behavior? At this session, Dr. Craig Israelsen teaches...

How Much Diversification Is Enough And What's It Cost?

How have the top balanced, multi-asset, and other solutions packaged for advisors performed for the past 18 years? Did they offer enough diversification? How much should they cost?The performance of portfolios diversified in a variety of ways from 2000-2017 is the focus of this class, including an examination of the effects of real estate, natural resources, commodities and non-US fixed income.We'll compare the performance of the top 10 asset allocation, multi-asset global, and...

Dr. Ed Yardeni On Predicting The Markets

In the 40 years since economist Ed Yardeni began publishing his view of the world, he's influenced how we all think and talk about investing. For instance: • Dr. Yardeni coined the phrase "hat-size bond yields" in the early 1980s, the mantra of the markets, forever marking the era in economic history. • In 1991, the beginning of a 10-year bull market, Dr. Yardeni declared the collapse of Communism was bullish because it "eliminated the greatest trade barrier in history." • In...

Maximizing The New 20% Deduction On Pass-Throughs

The new 20% deduction for pass-through entities -- businesses other than C corporations -- alters financial planning, tax and investment decisions for a key group of financial advisor clients.At this class, Robert Keebler, CPA/PFS, one of the nation's top educators of lawyers and accountants explains the practical implications of the new rules associated with IRC Section 199A, including the impact of the new deduction on owners of small businesses, professional practices, and real...

Inflation And Asset Performance: A 92-Year Review

After an 11.8% correction two weeks ago, stock prices roared back last week, making this the right time to examine the performance history of inflation and core asset classes through 2017. At this class, the performance of individual asset classes and various portfolios are evaluated over low- and high-inflation periods over the past 92 years, giving professionals an important perspective on prudent portfolio management based on illustrations using the latest asset-class...

2018 Tax Planning For Advisors, Two Credits

  The new tax law changed everything. At this session, Robert Keebler, CPA/PFS, shares key planning strategies financial planning professionals need to know now. • What the overhaul means to financial advisor clients • Pass through income opportunities and pitfalls • Professional service firms • C Corps • The new estate planning regime and administration rules • Gift and GST exemption doubled • Financial planner and investment advisor action plan.     To collaborate deeply...


How and why does the Advisor Products system work?

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